Larry Wettlaufer
Canadian, Self-employed (partner in an insurance brokerage), Canadian Risk Manager designation, Professional Manager designation
| Headline: | Service Provider |
| Work status: | Employed Full-Time |
| Website: | http://www.linkedin.com/in/... |
| Industries: | Financial |
| Skills: | Business, English, Languages, Management, Marketing, Sales |
| Location: | Kitchener, Ontario, CANADA |
| Groups: | Cambridge Technology Ventures Conference 2008 |
| Visas: | Canada, however my wife is Portuguese-born and I might qualify for European Community working status |
| Interested in: | Consulting opportunities, Employment opportunities, Meeting new people, Mentoring, Offering Expertise, Professional opportunities, Providing services to startups |
| Tags: | financial expertise, insurance broker, networker, risk manager, willing to help others, worldwide connections |
| Schools: | Wilfrid Laurier University |
FULL BIO
35+ years of experience in Finance - Banking (including lending, operations and internal auditing), Insurance (including Life and Property/Casualty) sales.
Interested in pursuing consulting work that focuses on Risk Management, including worldwide possibilities should the right offer arise.
Skilled in Business Development and Networking - can be found on XING, LinkedIn, Plaxo, Konnects, etc.
WORK EXPERIENCE
| Employer: | Risk Review Inc. |
| Position: | Associate |
| Time period: | June 2008 - Present |
| Description: | Contract Consulting - Lender Reviews and Risk Management |
| Employer: | Clover Insurance Group |
| Position: | Junior Partner |
| Time period: | December 2006 - Present |
| Description: | Responsible for Identifying Suitable Commercial Insurance Prospects, Marketing of Brokerage to Prospective Commercial Clients, Completion and Submission of Applications to Commercial Marketing and Personal Lines Departments, Sundry Risk Management per Requirements of Commercial Clients, Establishing Sales Goals and Budgets for Division
Ongoing Review of Commercial Insurance Clients’ Risk Management and Insurance Needs |
| Employer: | Precept Group Inc. |
| Position: | Sales Producer and Junior Partner |
| Time period: | January 1998 - December 2006 |
| Description: | Account Executive Responsible for Identifying Suitable Mid-Sized Commercial Insurance Prospects, Marketing of Brokerage to Prospective Commercial Clients, Completion and Submission of Commercial Insurance Applications to Suitable Commercial Markets, Small Commercial Clientele to Independent Business Unit and Personal Lines Clients to Personal Lines Department, Sundry Risk Management per Corporate Insurance Clients’ Needs
Annual Renewal Process included Updating of Clients’ Insurance Files and Applications and Submission to Markets as Part of the Remarketing Process |
| Employer: | Wettlaufer, Collins, Rankin Life Insurance Brokers Inc. |
| Position: | Partner |
| Time period: | January 1990 - December 1995 |
| Description: | Responsible for Cross-Selling of Suitable Life Insurance Products to Existing Property/Casualty Clientele |
| Employer: | Collins, Rankin Insurance Brokers |
| Position: | Sales Producer |
| Time period: | January 1989 - December 1998 |
| Description: | Outside Sales Producer Responsible for Soliciting Clientele and Writing of New Personal Lines and Small to Mid-Sized Commercial Insurance |
| Employer: | Lavender Insurance & Mortgage Services Inc. |
| Position: | Employee |
| Time period: | January 1988 - December 1989 |
| Description: | Licensed (Florida) Life Insurance Broker Responsible for the Sale of Life Insurance to Mortgage Brokerage Clientele Referred by Lavender/ERA Real Estate |
| Employer: | Consumer Lending, Lake County, SunBank, National Association (Now |
| Position: | Assistant Vice President |
| Time period: | January 1985 - December 1988 |
| Description: | Managed Lake County Consumer Loan Department, including Establishing County’s Interest Rates, Approval of Consumer and Small Commercial Loans to a Pre-Established Lending Limit and Submission of Loans Excessive to that Limit to a more Senior-Level Officer or Lending Committee, as Necessary, Monitoring and Collection of All Delinquent Loans, Established Job Descriptions and Reviewed All Department Staff |
| Employer: | Florida National Bank (Now Wachovia Bank, National Association) |
| Position: | Branch Manager |
| Time period: | January 1984 - December 1985 |
| Description: | Managed Branch Office and Satellite Office in Pinellas Park (Suburb of St. Petersburg), Including All Staff, Approval and Collection of All Branch Loans, Reported to Area Manager |
| Employer: | Landmark Union Trust Bank, National Association (Now Bank of America) |
| Position: | Vault Supervisor |
| Time period: | January 1979 - December 1984 |
| Description: | Supervised Currency Shipments from Bank’s Central Vault to Other Branches and Banks, Maintained an Adequate Supply of All Currency and Coin, Ensured Any Excessive Surplus Money was Maintained to a Minimum for Federal Reserve and Income-Producing Purposes, Reviewed Department Staff’s Performances Annually and More Often, as Necessary |
| Employer: | National Bank of St. Petersburg (Now Wachovia Bank, National Association) |
| Position: | Commercial Teller |
| Time period: | January 1977 - December 1979 |
| Description: | Accepted Bank’s Commercial Deposits, Prepared Coin Orders for Bank’s Large Commercial Depositors and Balanced Till’s Cash, Daily |
| Employer: | Royal Bank of Canada |
| Position: | Branch Administration Officer (Accountant) |
| Time period: | January 1972 - December 1977 |
| Description: | Supervised Bank Branch Operations, Including Internal Auditing, Preparation of Job Descriptions and Review of Staff, Signing of Bank Drafts, Progressively Promoted from Training Position in Kitchener to St. Catharines, Niagara-on-the-Lake and Corunna |
EDUCATION
| University: | Wilfrid Laurier University |
| Time period: | 2003 |
| Degree: | Canadian Risk Manager (CRM) Certificate |
INFORMATION
| Hobbies: | Reading, Community Service, Entertaining, Family, Politics, Chess, Travel, Golf, Puzzles |
| Memberships: | Member – Canadian Institute of Management – 2007-Present
Member, Director & Fellow – Guild of Industrial, Commercial & Institutional Accountants – 2003-Present Member – Kinsmen Club of St. Catharines, Ontario – 1974-1976 Member – Golden Triangle Kiwanis Club (Eustis, Florida) – 1986-1989 Bank Representative – American Institute of Banking – 1981-1984 Coach – St. Catharines Minor Football Association – 1974-1975 Advisor– C.Y.O. (Church Youth Group), including Coaching Softball and Basketball – 1970-1973 Member, Director (2005) – German-Canadian Business & Professional Association of Toronto – 2004- 2006 and Member – German-Canadian Business & Professional Association of Kitchener-Waterloo – 2003-Present Member – Kitchener Concordia Club – 2007-Present Member – Kitchener Schwaben Club – 2005-Present Member – Insurance Brokers Association of Ontario – 1989-Present Member – Registered Insurance Brokers of Ontario – 1989-Present Director – German Canadian Education Fund (Waterloo Region), a Registered Charity for Tax Purposes - 2004-2005 Canvasser, Captain – Kidney Foundation of Canada – 1997-Present Member – Confederation Club – 2005-Present Member, Director, Charter President – Optimist Club of WaterlooWestvale, Optimist Club of Kitchener Victoria Hills, K-W Optimist Club & Breakfast Optimist Club of St. Petersburg, Florida – 1980-2004 Director – Political Party Riding Association – 1995-2004 Volunteer Coordinator & Campaign Worker for several Election Campaigns – 1970 to Present Director, Treasurer—R.O.O.F. (Reaching Our Outdoor Friends, Inc.), an organization offering life-skills training to homeless youth – 1992-1995 Mentor – Corporate Release Time Tutoring Program – 1976-1977 Member – Chamber of Commerce – 1985-1989 Member – K-W Homebuilders Association – 1990-1991 Licensed Foster Parent – State of Florida – 1980-1983 Member, Charter President – Local BNI (Business Network International) Chapter & The Networking Group – 1993-2000 Volunteer Instructor – Junior Achievement (Project Business) – 1986-1988 |
Larry's Contacts (83)
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Jason-Leo Carvalho
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Hannah Russin
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Jeni Diaz
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Heesun Lho
Korean, 22, who grew up in the US, currently at Stanford for a Masters of Education, Co-President of BASES